Datarails
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What is Datarails?
Datarails is a financial planning and analysis (FP&A) software platform designed to empower finance professionals by automating repetitive tasks while allowing them to continue using Excel. The platform integrates with ERPs, CRMs, and HRIS systems to consolidate data in real time, streamlining budgeting, forecasting, and reporting processes. Its mission is to transform how finance teams manage analytics, enabling them to focus on strategic insights rather than manual data collection. By combining the flexibility of Excel with cloud-based automation and AI-powered analytics, Datarails enhances efficiency and accuracy. It serves industries like construction, technology, and healthcare, helping finance teams make data-driven decisions. The platform’s intuitive, no-code interface ensures quick adoption without requiring IT support.
Datarails's Core Features
Automates data consolidation from ERPs, CRMs, and HRIS systems into Excel, creating a single source of truth for accurate financial reporting.
Enables real-time financial reporting, including P&L, balance sheets, and cash flow statements, reducing manual work and errors.
Streamlines budgeting and forecasting with collaborative workflows, version tracking, and real-time data updates for informed planning.
Provides AI-powered insights through Genius by Datarails, delivering tailored summaries and anomaly detection for faster decision-making.
Offers customizable dashboards and visualizations to present KPIs and financial data, enhancing stakeholder communication.
Supports scenario modeling to evaluate financial outcomes under different conditions, aiding strategic planning.
Integrates with over 200 systems, including popular accounting software, for seamless data connectivity.
Datarails Flex, an Excel add-in, maintains full Excel functionality while connecting to cloud-based consolidated data.
Automates monthly close processes by populating financial statements with real-time data, saving significant time.
Enables data storytelling through PowerPoint presentations and real-time dashboards, making insights accessible to non-finance teams.
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